See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,497 | $129,942-65.0% | $104,294-56.4% | $134,475-66.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -34.48% | 42.03%-76.5pp | 24.61%-59.1pp | 417.96%-452.4pp |
| Employer contribution / active EE | $2,363 | $4,184-43.5% | $3,372-29.9% | $4,740-50.1% |
| Participant deferral / active EE | $6,182 | $5,588+10.6% | $4,625+33.7% | $6,400-3.4% |
| Admin fee / account holder | $359 | $9,323-96.1% | $7,339-95.1% | $11,426-96.9% |